How to complete the W-8BEN Form on the Freedom Broker trading platform?
Step 1. Login to the Freedom Broker platform using your preferred method:
• in the Freedom Broker mobile app → "Menu" → "Requests" → "Personal Data" → "W-8BEN Form"
• on the website of Freedom Broker → "Member Area" → "Requests" → "Personal Data" → "W-8BEN Form"
Step 2. Open a security session.
Step 3. Check your personal data; it must be in accordance with your passport data in Latin.
Also fill in your permanent registration address. If the mailing address matches the registration address, check this box.
The address must contain: full street name, house and apartment number, city name, postal code
Important! If you are a citizen of several countries, please indicate the country in which you are a tax resident at the time of filling out the form. Your postal address must be in the same country.
Step 4. Complete W-8BEN Form Essentials
1) Select your country of tax residence
Important! The country of tax residence listed in the W-8BEN Form must match the country of tax residence on your Freedom Broker profile.
2) Enter your tax identification number
Important! Enter the taxpayer number of the country you indicated as your tax residence country
3) In the "FATCA status" field, select "Non-U.S. Person"
4) Check the box "I acknowledge that I am not a US citizen"
Step 5. In the Application of tax benefits and exemptions under the DTT, select the option
"Yes, I am eligible for a reduced tax rate on income gained in the form of dividends and coupons from U.S. corporations"
Then confirm your country of residence.
Step 6. Next, check all clauses of the agreement, except "Beneficiary owner claims a special rate".
This item should only be checked by investors who own at least 10% of the capital in the U.S. company.
Step 7. We recommend downloading the completed form and reviewing the data once again. Then confirm that everything is correct.
Step 8. Click "Confirm" and submit your order.
